James A Rishel

Brian Schmidt is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Hudson Delaware Planning LLC. His prior roles include positions at Ameriprise Financial Services Inc and The Depository Trust & Clearing Corp. Outside of financial advising, he is involved with Redbud Farms LLC. Hudson Delaware Planning provides financial planning and consulting services to individuals, high-net-worth clients, and business entities through both ongoing and project-based engagements. The firm focuses on a planning-only model without discretionary portfolio management or custody, offering services that include retirement, tax, and estate planning, while clients retain full discretion over their implementation.

John Duval Jr. is a financial advisor at Bantam Inc. with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bantam Inc. since 2017 and at Accelerant LLC since 2004. In addition to his advisory work, he manages a securities litigation consulting firm where he serves as an expert witness. Bantam Inc. provides investment management and financial planning primarily to ultra-high-net-worth individuals, families, select institutional clients, and high-trajectory athletes. The firm employs a combination of fundamental, quantitative, technical, and macroeconomic analysis augmented by AI, offering services that include discretionary portfolio management, pension consulting, and tailored CFO services for athletes.

David Sterman is a CFP® professional with nine years of industry experience, currently operating as the sole advisor at Huguenot Financial Planning in New Paltz, NY. He has been associated with LPL Financial since 2016. In addition to his advisory work, Sterman contributes written content to industry publications and leads educational workshops and real-time planning sessions. Huguenot Financial Planning provides fee-only financial planning and periodic investment consultations to individuals, families, trusts, small businesses, pension, and charitable clients. The firm emphasizes a broadly diversified, long-term investment approach using Modern Portfolio Theory and Core + Satellite strategies, primarily with low-cost indexed vehicles tailored to client objectives and risk tolerance.

Edvard Jorgensen is a financial advisor at Seahorse Financial Advisers Inc. with 29 years of industry experience. He holds a Series 65 credential and has maintained a law license in New York since 1977, though he does not currently practice law actively. Jorgensen has led Seahorse Financial Advisers since 1993 and serves as a trustee of three family trusts. Seahorse Financial Advisers provides discretionary management of separately managed brokerage accounts primarily for high-net-worth individuals, families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment strategy informed by fundamental analysis and market-timing considerations, managing approximately $86.7 million across about 20 client relationships.

Daniel D'ordine is a CFP® professional with 16 years of experience in the financial advisory industry, operating through his firm, DDO Advisory Services, LLC, since 2010. He is also a licensed insurance broker specializing in life, disability, and long-term care policies. DDO Advisory Services provides financial planning and fee-based investment management to individuals, families, working professionals, small business owners, retirees, and trusts. The firm primarily uses pooled investments such as mutual funds and ETFs, generally offers non-discretionary investment advice, and may engage third-party managers for specialized strategies with client oversight.

I work with women who feel unseen by traditional financial service providers, and are tired of being talked at instead of spoken to. This includes women breadwinners, who want to be sure they're doing all they can with their money to secure the future; and women who feel like they should be able to create a financial plan but aren't sure where to start. Outside of financial planning, I serve on the board of a non-profit affordable housing network in the metro New York area, am active in my local Rotary Club, and am slowly learning how to build a garden that is friendly to pollinators and unappealing to rabbits. My journey has included life and work in India, Vietnam and other places, an MBA from Cornell University, several years on a trading floor right out of college and stops along the way that contribute to the life experience that I bring to each of you.